Operations Coordinator

Brown & Brown - Carmel, IN

Full-time - Entry Level

Carmel, IN

Insurance Carriers and Related Activities

About the position

Brown & Brown is seeking an Operations Coordinator for our team in Carmel, Indiana. This role is built on a meritocratic culture that rewards self-starters and those committed to doing what is best for our customers. The Operations Coordinator will oversee various administrative tasks including reception/front desk administration, mail handling, office supply management, and assisting the accounting department with accounts receivable collection duties. This position will also serve as a catch-all for other operations-related ad-hoc projects that may arise, ensuring that the office runs smoothly and efficiently. In this role, you will be responsible for processing daily mail, which includes reviewing, date stamping, and sorting incoming checks for various accounts. You will notify the claims department when refund checks are received and mail out teammates' mail to their homes as needed. Additionally, you will maintain the postage meter, rate booklet, and order supplies as necessary. Coordination of office supplies for both the office and remote teammates is also a key responsibility, along with organizing company social events and celebrations. You will maintain the office phone extension list and distribute it electronically, as well as update the Front Desk Manual. Printing of New Business IPEP Coverage and Membership Agreements will be required when emailed from Producers, and these documents will need to be organized in New Business binders. You will also coordinate and order promotional items and clothing from various vendors, manage certified envelope orders, and assist with printing claims kits and new business folder forms. Database management through Salesforce and coordination of quarterly IPEP board meetings will also be part of your duties. Furthermore, you will assist the Senior Accountant in collections, including contacting agents for payment requests and documenting payment statuses, while creating AR aging status reports for accounting.

Responsibilities

• Process daily mail including reviewing, date stamping, and sorting incoming checks.
• Notify claims when claims refund checks are received in the mail.
• Mail out teammates' mail to their homes as needed.
• Maintain postage meter, rate booklet, and order supplies as needed.
• Coordinate and order all office supplies for the office and remote teammates.
• Coordinate company social events and celebrations.
• Maintain the office phone extension list and distribute electronically.
• Update the Front Desk Manual as needed.
• Print New Business IPEP Coverage and Membership Agreements and organize them in New Business binders.
• Coordinate and order promotional items and clothing from vendors.
• Manage certified envelope orders and office closings.
• Print claims kits and new business folder forms as required.
• Manage contact information database through Salesforce.
• Coordinate quarterly IPEP board meetings.
• Assist Team Resources workflow and file documents in SharePoint.
• Assist Senior Accountant in collections, including contacting agents for payment requests and documenting payment statuses.
• Create AR aging status reports for accounting.

Requirements

• High School Diploma or GED.
• Proficient with Microsoft 365, Excel, and Word.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• 1 - 3 years of experience in a similar position.

Nice-to-haves

• Training as an Administrative Assistant.
• Proficient with eTFile and iVOS.

Benefits

• Employee Stock Purchase Plan
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• Opportunities for advancement